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RNPEX vs RNPHX
RNPEX vs RNPHX Comparison
Open Charts RNPEX vs RNPHX
American Funds New Perspective R4
Price$58.01
Change-$2.40 (-3.97%)
VolumeN/A
Net Assets139.04B
American Funds New Perspective R5E
Price$58.55
Change-$2.42 (-3.97%)
VolumeN/A
Net Assets139.04B
RNPEX vs RNPHX Comparison Chart
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RNPEX vs. RNPHX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RNPEX is a Hold and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX (139B) and RNPHX (139B) have equal amount of cash in the bank . RNPHX pays higher dividends than RNPEX: RNPHX (0.76) vs RNPEX (0.56). RNPEX was incepted earlier than RNPHX: RNPEX (23 years) vs RNPHX (9 years). RNPEX (0.76) is less costly to investors than RNPHX (0.56). RNPEX (24.00) and RNPHX (24.00) have comparable annual turnover. RNPEX (250) and RNPHX (250) have matching initial minimum investment requirements. RNPHX annual gain was more profitable for investors over the last year : 2.50 vs. RNPEX (2.25). RNPHX (69.70) and RNPEX (68.44) have equivalent 5 years return.
| RNPEX | RNPHX | RNPEX / RNPHX | |
| Total Expense Ratio | 0.76 | 0.56 | 136% |
| Annual Report Gross Expense Ratio | 0.76 | 0.56 | 136% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -0.821 | -0.765 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 139B | 100% |
| Annual Yield % from dividends | 0.56 | 0.76 | 73% |
| Returns for 1 year | 2.25 | 2.50 | 90% |
| Returns for 3 years | 2.32 | 2.81 | 83% |
| Returns for 5 years | 68.44 | 69.70 | 98% |
| Returns for 10 years | 61.92 | N/A | - |
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